HNWI Asset Allocation in Mexico 2014

Table Of Contents
1 Introduction
1.1 Details of this Report
1.2 Definitions
2 Executive Summary
3 Wealth Sector Fundamentals
3.1 Political Background
3.2 Economic Background
3.3 Benchmarking Mexico’s Wealth in Context
3.3.1 Distribution of wealth in Mexico
3.4 HNWI Volume and Wealth Trends
4 Analysis of Mexican HNWI Investments
4.1 Analysis by Asset Class
4.1.1 Trends in alternative assets
4.1.2 Trends in ‘art, wine and wheels’
4.1.3 Trends of investments in real estate
4.1.4 Investments trends in cash and deposits
4.1.5 Investments trends in fixed income
4.1.6 Investment trends in equity
4.1.7 Investment trends in business interests
4.2 Analysis of Foreign Investments
4.2.1 Investments in Europe
4.2.2 Investments in North America (including the US, Mexico and the Caribbean)
4.2.3 Investments in the Asia-Pacific
4.2.4 Investments in Central and South America
4.2.5 Investments in the Middle East
4.2.6 Investments in Africa
4.3 Alternative Breakdown: Liquid vs Investable Assets
4.4 Analysis of Mexican UHNWI Investments
5 Appendix
5.1 Additional Components of the Mexican Wealth Sector
5.1.1 Philanthropy
5.1.2 Demand for intergenerational wealth transfer
5.2 Tax Regulations
5.3 Regulations Related to Immigration, Investment and Employment
5.4 Key Drivers
5.4.1 MXN to US$ exchange rate
5.4.2 Real GDP growth
5.4.3 Per capita GDP
5.4.4 Domestic market capitalization
5.4.5 Commodity index
5.4.6 Foreign direct investments – inflow and outflow
5.4.7 Inflation
5.4.8 Interest rate
5.4.9 Balance of payments
5.4.10 Government debt
5.4.11 Stock market performance
5.5 Wealth Breakdown
6 About WealthInsight
List Of Tables
Table 1: HNWI Wealth Band and Group Definitions
Table 2: Cities in Mexico, 2013
Table 3: Mexican Allocations of HNWI Assets, 2009–2018
Table 4: Mexican HNWIs ? Holdings Growth (%), 2009–2018
Table 5: Mexican HNWIs – Alternative Asset Composition (%), 2009–2018
Table 6: Mexican HNWIs – Trends of Investments in Alternative Assets (%), 2009–2018
Table 7: Mexican Trends in ‘Art, Wine and Wheels’, 2009–2013
Table 8: Global Prime Real Estate Prices per m2 (US$), 2014
Table 9: Mexican HNWIs – Foreign Investment Allocations (%), 2009–2018
Table 10: Mexican HNWIs – Liquidity Breakdown (US$ Billion), 2009–2018
Table 11: Mexican HNWIs – Liquidity Breakdown (%), 2009–2018
Table 12: Mexican UHNWIs – Allocations and Share of HNWI Assets, 2013
Table 13: Mexican Income Tax Bands (MXN), 2013
Table 14: MXN per US$ Exchange Rate, 2009–2018
Table 15: Mexican Real GDP Growth (%), 2009–2018
Table 16: Mexican GDP per Capita (US$), 2009–2018
Table 17: Mexican Domestic Market Capitalization (US$ Billion), 2009–2013
Table 18: Mexican Commodity Indices, 2009–2018
Table 19: Mexican Foreign Direct Investments (US$ Billion), 2009–2018
Table 20: Mexican Inflation Rate (%), 2009–2018
Table 21: Mexican Interest Rate (%), 2009–2018
Table 22: Mexican Balance of Payments (US$ Billion), 2009–2013
Table 23: Mexican Government Debt as a Percentage of GDP (%), 2009–2018
Table 24: Mexican Stock Market Performance, 2009–2013
Table 25: Mexican HNWI Wealth vs GDP Ratio (%), 2009–2018
Table 26: Mexico – Appendix One
Table 27: Mexico – Appendix Two
List Of Figures
Figure 1: HNWI Wealth Band Definitions
Figure 2: Map of Mexico
Figure 3: Mexican Asset Price Performance, 2009–2013
Figure 4: Mexican HNWI Performance, 2009–2018
Figure 5: Mexican vs Global HNWIs
Figure 6: Mexican HNWIs – Asset Class Composition, 2009–2018
Figure 7: Mexican HNWIs – Trends in Alternative Assets (US$ Billion), 2009–2018
Figure 8: Mexican Trends in ‘Art, Wine and Wheels’, 2009–2013
Figure 9: Mexican HNWIs – Foreign Investment Allocation and Growth (%), 2013
Figure 10: Mexican HNWIs – Global Distribution of Foreign Investments, 2009–2018
Figure 11: Mexican HNWIs – Liquidity Breakdown (%), 2009–2018
Figure 12: Mexican UHNWIs – Asset Class Composition (%), 2009–2018
Figure 13: MXN to US$ Exchange Rate, 2009–2018
Figure 14: Mexican Real GDP Growth (%), 2009–2018
Figure 15: Mexican GDP per Capita (US$), 2009–2018
Figure 16: Mexican Domestic Market Capitalization (US$ Billion), 2009–2013
Figure 17: Mexican Commodity Indices, 2009–2018
Figure 18: Mexican Foreign Direct Investments (US$ Billion), 2009–2018
Figure 19: Mexican Inflation Rate (%), 2009–2018
Figure 20: Mexican Interest Rate (%), 2009–2018
Figure 21: Mexican Balance of Payments (US$ Billion), 2009–2013
Figure 22: Mexican Government Debt as a Percentage of GDP (%), 2009–2018
Figure 23: Mexican Stock Market Performance, 2009–2013
Figure 24: Mexican HNWI Wealth vs GDP Ratio (%), 2009–2018
Figure 25: Mexican HNWIs – Volume by Wealth Band, 2009–2018
Figure 26: Mexican HNWIs – Wealth by Wealth Band (US$ Billion), 2009–2018
Figure 27: Mexican HNWIs – Wealth per Capita (US$ Million), 2009–2018

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